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Under the “Main project settings”, click “Enable” next to “Use longitudinal data collection with defined events?”
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Assigning User Rights to team members should be a carefully thought out decision. The consequences of poor user rights decisions could be damaging to the security and integrity of the project. See Knowledge Article User Rights & Roles
The User Rights page can be used to determine the roles that a user can assume within a REDCap database. The Data Access Group on the other hand determines the data visibility of a user within a REDCap database. A typical use of Data Access Groups is a multi-site study where users at each site should only be able to view data from their site but not any other sites. Users at each site are assigned to a group, and will only be able to see records created by users within their group. See Knowledge Article Data Access Groups
Define Events / Arms for the project
On “Project Setup” in the “Define your events and designate instruments for them” section, click “Define My Events”
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Link Instruments to events
On “Project Setup” in the “Define your events and designate instruments for them” section, click “Designate Instruments for My Events”
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Check each data collection instrument that should be assigned to each specific event
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Click “Save”
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Note: to ensure advanced features like reporting and data quality checks in REDCap work properly, always assign the first form to the first event (order your instruments appropriately). You can link and un-link events in your project during your project set-up and test. Once the project is in production, linking and un-linking events must be done by a REDCap Administrator, because you may lose data if you un-link an event. |
Scheduling set-up (optional)
Scheduling can only be used with Longitudinal projects: Video Tutorial here
Scheduling can be turned on or off as desired in production or development. Scheduling produces automatically generated schedules by participant based on Arms and Events. The calendar event status can flag “no show” or “cancel” for visit status.
To enable, on “Project Setup” under “Enable optional modules and customizations”, click “Enable” next to “Scheduling module (longitudinal only)”
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On the left navigation bar, select “Scheduling”
Select a record (or create new), define start date (and Arm if applicable), and click “Generate Schedule”
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Input times and switch scheduled days of the week by changing dates as desired, then click “Create Schedule”
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You will see a notice that your calendar was successfully created.
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To see the Calendar, navigate to left Navigation pane and select Calendar under Applications
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Example: Here you see the time and events for Participant 3
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From the calendar, you can click on the event and view:
Data entry forms for the participant
Study ID, event, status
Add notes as desired
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